|
2026
|
Lodestone Wealth Management
Spokane,
Washington
|
$21.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2027
|
Valued Wealth Advisors
Holladay,
Utah
|
$21.6K
|
+$9.61K
|
3
|
0.01%
|
Increased
|
|
|
2028
|
TD Capital Management
Memphis,
Tennessee
|
$21.6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2029
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$21.3K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2030
|
Blueline Advisors
Exeter,
New Hampshire
|
$20.9K
|
-$597
|
1
|
0.02%
|
Reduced
|
|
|
2031
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$19.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2032
|
Private Wealth Management Group
Princeton,
New Jersey
|
$19.6K
|
+$1.03K
|
3
|
0.01%
|
Increased
|
|
|
2033
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$19K
|
+$99
|
1
|
0%
|
Increased
|
|
|
2034
|
Clayton Financial Group
St. Louis,
Missouri
|
$18.9K
|
+$5.33K
|
3
|
0.01%
|
Increased
|
|
|
2035
|
Anfield Capital Management
Irvine,
California
|
$18.9K
|
-$3.25K
|
2
|
0.01%
|
Reduced
|
|
|
2036
|
WealthCollab
Bellevue,
Washington
|
$18.7K
|
-$18.4K
|
1
|
0.01%
|
Reduced
|
|
|
2037
|
Financial Connections Group
Corte Madera,
California
|
$18K
|
+$17.6K
|
1
|
0.01%
|
New
|
|
|
2038
|
Burk Holdings
Tulsa,
Oklahoma
|
$17.4K
|
+$16K
|
3
|
0.01%
|
New
|
|
|
2039
|
Swiss Re
Zurich,
Switzerland
|
$16.7K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2040
|
Osbon Capital Management
Boston,
Massachusetts
|
$16.4K
|
+$16K
|
1
|
0.01%
|
New
|
|
|
2041
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$16.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2042
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$16.1K
|
+$199
|
2
|
0.01%
|
Increased
|
|
|
2043
|
Aspect Partners
Fairfax,
Virginia
|
$16.1K
|
-$36.7K
|
3
|
0.01%
|
Reduced
|
|
|
2044
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$16K
|
+$9.93K
|
3
|
0.01%
|
Increased
|
|
|
2045
|
Bare Financial Services
Gap,
Pennsylvania
|
$15.3K
|
+$3.1K
|
4
|
0%
|
Increased
|
|
|
2046
|
Boreal Capital Management
Miami,
Florida
|
$14.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2047
|
Team Financial Group
Temecula,
California
|
$14.5K
|
+$171
|
1
|
0.01%
|
Increased
|
|
|
2048
|
Mosley Wealth Management
Anaheim,
California
|
$14.2K
|
+$13.8K
|
1
|
0.01%
|
New
|
|
|
2049
|
Delta Asset Management
Memphis,
Tennessee
|
$13.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2050
|
Rogco LP
Claremore,
Oklahoma
|
$12.7K
|
$0
|
1
|
0%
|
Maintained
|
|